2017-03-08T10:09:23-06:00 2016-10-31 113518842 MARKS PANETH LLP 685 THIRD AVENUE NEW YORK NY 10017 990 2015-11-01 237395681 LAMBDA LEGAL DEFENSE & EDUCATION FUND INC LAMB 2128098585 120 WALL STREET 19TH FLOOR NEW YORK NY 100053904 LAWSON SHADBURN CFAO 2128098585 2017-03-08 1 ROBERT R LYONS CPA P00227472 2125038800 2015 2021-01-29 14:40:06Z RACHEL B TIVEN 120 WALL STREET 19TH FLOOR NEW YORK NY 100053904 54719793 0 X WWW.LAMBDALEGAL.ORG X 1973 NY THE LAMBDA LEGAL DEFENSE AND EDUCATION FUND, INC. ("LAMBDA LEGAL") IS A NATIONAL ORGANIZATION COMMITTED TO ACHIEVING FULL RECOGNITION OF THE CIVIL RIGHTS OF LESBIANS, GAY MEN, BISEXUALS, TRANSGENDER PEOPLE AND ANYONE WITH HIV THROUGH IMPACT LITIGATION, EDUCATION AND PUBLIC POLICY WORK. 35 35 138 35 0 0 16186205 17554748 1595936 636048 265506 1512551 16890 19089 18064537 19722436 0 0 0 0 11322389 11955839 405464 230390 3385734 5805391 5799657 17533244 17985886 531293 1736550 21900582 22530139 3048792 3168463 18851790 19361676 X THE LAMBDA LEGAL DEFENSE AND EDUCATION FUND, INC. IS A NATIONAL ORGANIZATION COMMITTED TO ACHIEVING FULL RECOGNITION OF THE CIVIL RIGHTS OF LESBIANS, GAY MEN, BISEXUALS, TRANSGENDER PEOPLE AND ANYONE WITH HIV THROUGH IMPACT LITIGATION, EDUCATION AND PUBLIC POLICY WORK. 0 0 6510167 629200 LEGAL PROGRAMLAMBDA LEGAL'S LGBT AND HIV LAW REFORM, POLICY AND EDUCATION WORK ENCOMPASSES A WIDE RANGE OF AREAS, INCLUDING FEDERAL AND STATE CONSTITUTIONAL LAW ISSUES; RELATIONSHIP PROTECTIONS; DISCRIMINATION RELATED TO SEXUAL ORIENTATION, GENDER IDENTITY AND EXPRESSION, AND HIV IN EMPLOYMENT, BENEFITS, EDUCATION, HOUSING, INSURANCE, PUBLIC ACCOMMODATIONS, FOSTER CARE, AND CRIMINAL AND JUVENILE JUSTICE SYSTEMS; CHILD CUSTODY, VISITATION AND ADOPTION ISSUES; ACCESS TO HEALTHCARE; THE RIGHTS OF SPECIFIC VULNERABLE POPULATIONS SUCH AS LGBT YOUNG PEOPLE IN SCHOOLS AND SENIORS; PRIVACY; IMMIGRATION RIGHTS INCLUDING ASYLUM; AND COMPREHENSIVE PROTECTIONS AGAINST HARASSMENT AND VIOLENCE. DURING FY 2016, LAMBDA LEGAL WAS ACTIVE IN MORE THAN 150 HIGH-IMPACT LEGAL MATTERS; RESPONDED TO MORE THAN 6,000 CALLERS TO OUR LEGAL HELP DESK WITH INFORMATION, MATERIALS AND OTHER FORMS OF ASSISTANCE; AND ASSISTED PUBLIC POLICY INITIATIVES AT THE FEDERAL, STATE AND LOCAL LEVELS.THIS YEAR, WE TOOK A NUMBER OF LEGAL ACTIONS TO ENFORCE AND ASSURE THE RIGHTS AFFIRMED IN OUR SUPREME COURT MARRIAGE EQUALITY VICTORY LAST YEAR IN OBERGEFELL V. HODGES. WE OBTAINED REVERSAL OF A JUDGE'S RULING THAT THE DECISION DID NOT APPLY TO PUERTO RICO, THEREBY SECURING SAME-SEX COUPLES' RIGHT TO MARRY IN THE COMMONWEALTH. RESULTS OF OTHER CASES BROUGHT BY LAMBDA LEGAL THIS YEAR INCLUDED: THE U.S. DEPARTMENT OF VETERANS AFFAIRS AGREED TO PROVIDE EQUAL BENEFITS FOR MARRIED VETERANS AND THEIR FAMILIES IN ACCORDANCE WITH OBERGEFELL; THE SOCIAL SECURITY ADMINISTRATION SIMILARLY AGREED TO PROVIDE FEDERAL BENEFITS TO SURVIVING SPOUSES WHOSE STATES OF RESIDENCE HAD NOT RESPECTED THEIR MARRIAGES TO AN INDIVIDUAL OF THE SAME SEX; THE STATE OF WISCONSIN IS NOW REQUIRED TO ISSUE ACCURATE BIRTH CERTIFICATES LISTING BOTH PARENTS FOR THE CHILDREN OF MARRIED SAME-SEX COUPLES; AND SIMILAR RELIEF WAS OBTAINED FOR SAME-SEX COUPLES IN NORTH CAROLINA WHO HAD CHILDREN AFTER THEY MARRIED. SIMILAR LITIGATION IS PENDING IN SOUTH CAROLINA AND FLORIDA.WE CONVINCED THE HIGH COURTS OF BOTH KENTUCKY AND NEW YORK TO RESPECT PARENTING RIGHTS OF THOSE WHO HAD BEEN IN SAME-SEX RELATIONSHIPS. IN KENTUCKY, THE COURT RULED THAT OUR CLIENT HAD A RIGHT TO CHALLENGE AN EFFORT OF THE MAN HER EX-PARTNER SUBSEQUENTLY MARRIED TO ADOPT THE CHILD BORN DURING THE TWO WOMEN'S RELATIONSHIP AND JOINTLY RAISED BY THEM. IN NEW YORK, THE COURT HELD THAT, IF AN UNMARRIED SAME-SEX COUPLE AGREED TO CONCEIVE AND RAISE A CHILD TOGETHER, THE PARTNER WHO DID NOT GIVE BIRTH CAN SEEK CUSTODY AND VISITATION WITHOUT HAVING ADOPTED THE CHILD. CONTINUING OUR EFFORTS TO SECURE FURTHER CASE LAW ACCEPTING THAT THE FEDERAL STATUTE BARRING EMPLOYMENT DISCRIMINATION ON THE BASIS OF SEX NECESSARILY ENCOMPASSES DISCRIMINATION AGAINST LESBIANS, GAY MEN, AND BISEXUALS, WE CONVINCED THE FULL SEVENTH CIRCUIT COURT OF APPEALS TO REHEAR OUR APPEAL ON BEHALF OF AN INDIANA LESBIAN PROFESSOR. WE ALSO APPEALED DISMISSAL OF A SUIT FILED BY A GEORGIA LESBIAN SECURITY GUARD AND SUBMITTED NUMEROUS FRIEND OF THE COURT BRIEFS IN SUPPORT OF OTHER APPEALS. WE BROUGHT SUIT ON BEHALF OF A LESBIAN RESIDENT OF A SENIOR HOUSING FACILITY REGARDING DISCRIMINATION AND HARASSMENT SHE HAS BEEN SUFFERING THERE. WE FURTHER OBTAINED A DETERMINATION FROM THE EEOC THAT A MAN LIVING WITH HIV WAS UNLAWFULLY DISCRIMINATED AGAINST WHEN HIS OFFER TO BECOME A LOUISIANA DEPUTY SHERIFF WAS RESCINDED AFTER A POST-OFFER MEDICAL EXAM DISCLOSED HIS HIV STATUS. WE CHALLENGED THE NORTH CAROLINA LAW THAT BARS TRANSGENDER PEOPLE FROM USING RESTROOMS AND OTHER SINGLE-SEX FACILITIES THAT DO NOT MATCH THE GENDER LISTED ON THEIR BIRTH CERTIFICATE AND OBTAINED A PRELIMINARY INJUNCTION BARRING THE STATE UNIVERSITY FROM ENFORCING THAT LAW AGAINST OUR CLIENTS PENDING TRIAL. WE ADDITIONALLY SUED A PENNSYLVANIA SCHOOL DISTRICT THAT ADOPTED A SIMILAR POLICY. WE APPEALED TWO COURT ORDERS WRONGLY DENYING TRANSGENDER INDIVIDUALS THE NAME CHANGES THEY SOUGHT IN GEORGIA. WE SUED THE MISSOURI PRISON SYSTEM ON BEHALF OF A WOMAN DENIED NECESSARY MEDICAL CARE BECAUSE SHE IS TRANSGENDER, AND OBTAINED AN ORDER THAT A TRANSGENDER WOMAN WHO HAS BEEN REPEATEDLY SEXUALLY ASSAULTED IN THE TEXAS PRISON SYSTEM BE KEPT IN THE UNIT FOR VULNERABLE PRISONERS PENDING RESOLUTION OF OUR LITIGATION. WE HELPED SUCCESSFULLY BEAT BACK ANTI-LGBT BILLS IN GEORGIA, INDIANA, SOUTH CAROLINA, TEXAS, AND ELSEWHERE, AND SUBMITTED FRIEND-OF-THE-COURT BRIEFS IN SEVERAL CASES OPPOSING EFFORTS TO EXCUSE ANTI-LGBT DISCRIMINATION ON THE GROUND THAT IT WAS RELIGIOUSLY MOTIVATED. IN ADDITION, OUR FAIR COURTS PROJECT RELEASED ITS EMPIRICAL STUDY SHOWING THAT STATE HIGH COURTS WITH ELECTED JUDGES ARE LESS SUPPORTIVE OF LGBT RIGHTS CLAIMS. LAMBDA LEGAL HAS BEEN INVOLVED IN MANY LANDMARK CIVIL RIGHTS CASES, INCLUDING AS THE LITIGATORS WHO WON THE U.S. SUPREME COURT DECISION IN LAWRENCE V. TEXAS (STRIKING DOWN ALL REMAINING STATE SODOMY LAWS IN THE NATION), AND AS CO-COUNSEL IN THE SUPREME COURT CASE ROMER V. EVANS (FINDING INITIATIVES BARRING SEXUAL ORIENTATION ANTI-DISCRIMINATION PROTECTIONS UNCONSTITUTIONAL). WE HAVE ALSO WON LANDMARK VICTORIES IN GLENN V. BRUMBY (AFFIRMING THAT DISCRIMINATION AGAINST TRANSGENDER PEOPLE IN PUBLIC EMPLOYMENT IS UNCONSTITUTIONAL); AND NABOZNY V. PODLESNY (ESTABLISHING RIGHT OF LESBIAN, GAY AND BISEXUAL STUDENTS TO BE PROVIDED THE SAME CONSTITUTIONAL PROTECTIONS AGAINST HARASSMENT AND VIOLENCE AT SCHOOL AS HETEROSEXUAL YOUTH RECEIVE). 5976691 6848 EDUCATION & PUBLIC AFFAIRS PROGRAMLAMBDA LEGAL'S EDUCATION AND PUBLIC AFFAIRS PROGRAM REPORTS ON AND EXPLAINS THE PURPOSE AND RESULTS OF OUR WORK; TEACHES PEOPLE ABOUT THEIR RIGHTS UNDER THE LAW; AMPLIFIES THE VOICES OF OUR EXPERTS AND OF AFFECTED COMMUNITIES THROUGH A VARIETY OF MEDIA AND HIGH-IMPACT EDUCATION CAMPAIGNS; AND FORGES PARTNERSHIPS WITH LIKE-MINDED ORGANIZATIONS TO ACHIEVE THESE GOALS.WE PUBLISHED IMPACT MAGAZINE THREE TIMES THIS YEAR, AND DISTRIBUTED IT TO 40,000 PEOPLE ACROSS THE COUNTRY. THE MAGAZINE CONTAINS INFORMATION ABOUT OUR LEGAL WORK, OUR CLIENTS AND THE IMPACT OF OUR WORK STRENGTHENING CIVIL RIGHTS. WE ALSO PUBLISHED FREE TOOLKITS AND FACT SHEETS TO HELP PEOPLE UNDERSTAND THEIR RIGHTS AND HOW TO PROTECT THEMSELVES AGAINST DISCRIMINATION. OUR WEBSITE PROVIDES COMPREHENSIVE INFORMATION ABOUT LEGAL CASES AND THE LAW AND DRAWS APPROXIMATELY 3,500 VISITS PER DAY AND OVER 1.3 MILLION PER YEAR. WE SEND REGULAR EDUCATIONAL EMAILS THAT REACH MORE THAN 117,000 PEOPLE, AND WE POST INFORMATION ON FACEBOOK, TWITTER, INSTAGRAM AND YOUTUBE, REACHING APPROXIMATELY 550,000 FOLLOWERS AND SUBSCRIBERS. OUR PUBLIC INFORMATION OFFICERS KEEP JOURNALISTS AND THE GENERAL PUBLIC INFORMED WITH TIMELY, ACCURATE INFORMATION ABOUT THE LAW AND CIVIL RIGHTS, AND WE MAKE OUR ATTORNEYS AND OTHER EXPERTS AVAILABLE AS SPOKESPEOPLE FOR LOCAL AND NATIONAL PRINT, ONLINE, AND BROADCAST NEWS AND PUBLIC AFFAIRS PROGRAMS. IN 2016, PRINT AND ONLINE NEWS STORIES ABOUT LAMBDA LEGAL'S WORK OR WITH QUOTES FROM OUR LEGAL EXPERTS APPEARED APPROXIMATELY 15,000 TIMES.THIS YEAR, LAMBDA LEGAL'S COMMUNITY EDUCATORS DELIVERED OVER 200 WORKSHOPS AND OTHER PRESENTATIONS FREE OF CHARGE AT COMMUNITY CENTERS, SCHOOLS, BUSINESSES, EVENTS AND CONFERENCES, REACHING APPROXIMATELY 6000 PEOPLE. WE PROVIDED INFORMATION AT 24 LGBT PRIDE FESTIVALS ACROSS THE COUNTRY, WHERE WE ALSO ADMINISTERED A SURVEY ABOUT THE MOTIVATIONS AND BARRIERS TO VOTING FOR LGBT PEOPLE AND PEOPLE LIVING WITH HIV, RELEASING THE FINDINGS AND BRINGING ATTENTION TO THE ISSUE IN AN ELECTION YEAR. FINALLY, WE ARRANGED FOR LAMBDA LEGAL ATTORNEYS TO SPEAK ON ISSUES RELATED TO OUR MISSION AT DOZENS OF CONFERENCES, TELECONFERENCES AND EVENTS THROUGHOUT THE COUNTRY. 12486858 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 83 0 138 1 0 0 0 0 0 1 1 0 0 0 0 X 35 35 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY CA IL GA X X LAWSON SHADBURN 2128098585 120 WALL STREET 19TH FLOOR NEW YORK NY 100053919 TRACEY WALLACE CO-CHAIR 20.00 X X 0 0 0 STEVE WINTERS CO-CHAIR 20.00 X X 0 0 0 ROBERTA CONROY TREASURER 6.00 X X 0 0 0 GAIL MORSE SECRETARY 6.00 X X 0 0 0 SHERI BONSTELLE DIRECTOR 5.00 X 0 0 0 MARLA BUTLER DIRECTOR 5.00 X 0 0 0 WENDY CHANG DIRECTOR 5.00 X 0 0 0 JEFF CLEGHORN DIRECTOR 5.00 X 0 0 0 TRAYTON DAVIS DIRECTOR 5.00 X 0 0 0 DAVID DEFIGUEIREDO DIRECTOR 5.00 X 0 0 0 KAREN DIXON DIRECTOR 5.00 X 0 0 0 RACHEL GOLDBERG DIRECTOR 5.00 X 0 0 0 RODERICK HAWKINS DIRECTOR 5.00 X 0 0 0 VINCENT JONES DIRECTOR 5.00 X 0 0 0 ANNE KROOK DIRECTOR 5.00 X 0 0 0 ROBERT KUHN DIRECTOR 5.00 X 0 0 0 SUZANNE LEVAN DIRECTOR 5.00 X 0 0 0 LAURA MAECHTLEN DIRECTOR 5.00 X 0 0 0 CAROL MEYER DIRECTOR 5.00 X 0 0 0 BETH MEYERSON DIRECTOR (FORMER) 5.00 X 0 0 0 KATRINA QUICKER DIRECTOR 5.00 X 0 0 0 JOHN RICHARDS DIRECTOR 5.00 X 0 0 0 VADIM SCHICK DIRECTOR 5.00 X 0 0 0 TODD SEARS DIRECTOR 5.00 X 0 0 0 ELLIOTT SERNEL DIRECTOR 5.00 X 0 0 0 DANIEL SLAUGHTER DIRECTOR 5.00 X 0 0 0 LISA SNYDER DIRECTOR 5.00 X 0 0 0 JOHN STAFSTROM DIRECTOR 5.00 X 0 0 0 STEVE THORNTON DIRECTOR 5.00 X 0 0 0 LAWRENCE TRACHTENBERG DIRECTOR 5.00 X 0 0 0 DAVID TSAI DIRECTOR 5.00 X 0 0 0 MICHELLE WAITES DIRECTOR 5.00 X 0 0 0 JILLIAN WEISS DIRECTOR (FORMER) 5.00 X 0 0 0 KENNETH WEISSENBERG DIRECTOR 5.00 X 0 0 0 GENE ROBINSON DIRECTOR 5.00 X 0 0 0 DANIELLE PIERGALLINI DIRECTOR 5.00 X 0 0 0 ANDREW MITCHELL-NAMDAR DIRECTOR 5.00 X 0 0 0 KEVIN CATHCART EXECUTIVE DIRECTOR (FORMER) 40.00 X 342045 0 43177 JUDITH PFENNINGER CFO (FORMER) 40.00 X 103600 0 27584 RACHEL B TIVEN CEO (FROM 7/1/16) 40.00 X 0 0 0 LAWSON SHADBURN CFAO (FROM 3/30/16) 40.00 X 0 0 0 JON DAVIDSON LEGAL DIRECTOR 40.00 X 238139 0 56577 LESLIE GABEL-BRETT EPA DIRECTOR (FORMER) 40.00 X 184652 0 53301 FRANCES GOLDSTEIN DEPUTY DIRECTOR (FORMER) 40.00 X 181829 0 35543 JOHN WESTFALL-KWONG DEVELOPMENT DIRECTOR (FORMER) 40.00 X 213333 0 71387 HAYLEY GORENBERG LEGAL DEPUTY DIRECTOR 40.00 X 165460 0 46726 JENNIFER C PIZER DIRECTOR OF LAW & POLICY 40.00 X 142901 0 31281 JUDITH RT O'KELLEY DEVELOPMENT DEPUTY DIRECTOR 40.00 X 144139 0 44210 SUSAN SOMMER SEN. CO. & DIR. CONSTITUTIONAL LIT. 40.00 X 145779 0 65927 KEVIN LEE INFORMATION TECHNOLOGY MANAGER 40.00 X 120429 0 63656 1982306 0 539369 11 0 1 0 MATTHEW SKALLERUD 1309 5TH AVE 19G NEW YORK NY 10029 MARKETING CONSULTANT 131250 1 3935889 13618859 421726 17554748 ATTORNEY FEES 541100 629200 629200 SPEAKERS BUREAU 541900 6848 6848 636048 286800 286800 35360792 34133906 1135 1226886 -1135 1225751 1225751 862316 3935889 862316 0 MISCELLANEOUS REVENUE 541100 19089 19089 19089 19722436 636048 0 1531640 2132315 1342319 310252 479744 6555899 4847271 690185 1018443 528231 395184 50585 82462 2150380 1576081 217568 356731 589014 425097 63547 100370 58500 58500 5344 5344 230390 230390 874240 596780 277460 80415 48777 10714 20924 1289239 966929 116032 206278 569325 458039 32008 79278 154931 116198 13943 24790 90674 68005 8161 14508 PRINTING AND OUTREACH 1715840 1054082 0 661758 TELECOMMUNICATIONS 235401 180554 19518 35329 CREDIT CARD/BANK CHARGE 212643 0 212643 0 DIRECT CASE EXPENSES 202077 202077 0 0 311028 209465 26834 74729 17985886 12486858 2113294 3385734 X 445850 202275 0 243575 1368730 1954635 2594552 924351 1551980 845979 1684264 698975 684480 985289 12271131 14402590 3429709 3417295 21900582 22530139 1131466 1055425 11945 100009 1905381 2013029 3048792 3168463 X 14507770 15254396 4045930 3684190 298090 423090 18851790 19361676 21900582 22530139 X 1736550 -951617 -275047 X X 0 1 X 1 0 X 13758476 9775797 10422829 16186205 17554748 67698055 13758476 9775797 10422829 16186205 17554748 67698055 105971 67592084 589023 207478 238591 218297 286800 1540189 16890 19089 35979 69274223 2821007 0.97570 0.97130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1006 4338 5344 17980542 17985886 1000000 250000 0 0 868170 960393 1000000 1000000 3828563 5742845 37777 47432 35005 5344 125558 217043 240098 250000 250000 957141 1435712 3405 239 6512 1006 11162 367126 666027 5137 1038290 342335 17988 6803 367126 327322 15013 342335 306987 20335 327322 304120 2867 306987 0.52240 0.40750 0.07010 0 0 798304 226485 571819 768084 472490 295594 117876 117876 985289 ASSETS HELD FOR GIFT ANNUITIES 2249892 BENEFICIAL INTEREST IN TRUSTS 1167403 3417295 DEFERRED RENT 835349 LIABILITES UNDER GIFT ANNUITIES 1177680 2013029 X 22755605 -951617 4187975 -203189 3033169 19722436 0 19722436 22245719 4187975 71858 4259833 17985886 0 17985886 PART V, LINE 4: EARNINGS HAVE BEEN RETAINED IN THE ENDOWMENT TO ALLOW THE BALANCE TO GROW. THE ORGANIZATION PLANS ON USING EARNINGS FOR PROGRAMMATIC PURPOSES IN THE FUTURE. PART X, LINE 2: LAMBDA LEGAL BELIEVES IT HAS NO UNCERTAIN INCOME TAX POSITIONS AS OF OCTOBER 31, 2016 AND 2015, IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740 ("INCOME TAXES"), WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF GIFT ANNUITIES -71,966. CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUSTS -131,223. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE ACCOUNTS 71,858. X X X X X X 1 EVENT MANAGEMENT GROUP 411 EAST 83RD STREET 3F NEW YORK NY 10028 SPECIAL EVENT FUNDRAISING 0 1079207 42500 1036707 RISING TIDE DIRECT 233 NEEDHAM ST NEWTON CT 02464 MEMBERSHIP & DIRECT MAIL CONSULTING 0 736689 54000 682689 BING CONSULTING PO BOX 31345 SAN FRANCISCO CA 94131 SPECIAL EVENT FUNDRAISING 0 347218 18000 329218 GBK PRODUCTIONS 7815 BEVERLY BLVD LOS ANGELES CA 90036 SPECIAL EVENT FUNDRAISING 0 322968 12500 310468 GRASSROOTS CAMPAIGN PO BOX 2517 DENVER CO 80202 ACQUISITIONS 0 111473 98203 13270 S&D TELESERVICES INC 404 4TH STREET ATLANTA GA 30308 TELEMARKETING 0 2884 5187 -2303 2600439 230390 2370049 AK AL AR AZ CA CO CT FL GA IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NY OK OH OR PA RI SC TN UT VA WA WI WV HI DC NV NY LIBERTY AWARDS 1084357 903562 180795 193056 19054 24393 BON FOSTER CELEBRATION 489716 438266 51450 22513 28000 500 28 3224132 2594061 630071 82191 394251 98358 4798205 3935889 862316 297760 441305 123251 862316 0 X X X X 0 0 0 0 0 0 0 0 0 KEVIN CATHCART EXECUTIVE DIRECTOR (FORMER) 342045 0 0 0 0 0 26000 0 17177 0 385222 0 0 0 JON DAVIDSON LEGAL DIRECTOR 238139 0 0 0 0 0 21910 0 34667 0 294716 0 0 0 LESLIE GABEL-BRETT EPA DIRECTOR (FORMER) 184652 0 0 0 0 0 18669 0 34632 0 237953 0 0 0 FRANCES GOLDSTEIN DEPUTY DIRECTOR (FORMER) 181829 0 0 0 0 0 18414 0 17129 0 217372 0 0 0 JOHN WESTFALL-KWONG DEVELOPMENT DIRECTOR (FORMER) 213333 0 0 0 0 0 21598 0 49789 0 284720 0 0 0 HAYLEY GORENBERG LEGAL DEPUTY DIRECTOR 165460 0 0 0 0 0 16851 0 29875 0 212186 0 0 0 JENNIFER C PIZER DIRECTOR OF LAW & POLICY 142901 0 0 0 0 0 14217 0 17064 0 174182 0 0 0 JUDITH RT O'KELLEY DEVELOPMENT DEPUTY DIRECTOR 144139 0 0 0 0 0 14373 0 29837 0 188349 0 0 0 SUSAN SOMMER SEN. CO. & DIR. CONSTITUTIONAL LIT. 145779 0 0 0 0 0 14672 0 51255 0 211706 0 0 0 KEVIN LEE INFORMATION TECHNOLOGY MANAGER 120429 0 0 0 0 0 12440 0 51216 0 184085 0 0 0 X 75 421726 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE RETURN IS REVIEWED BY THE AUDIT COMMITTEE AND THE ADMINISTRATION & FINANCE COMMITTEE. THE FINAL DRAFT IS THEN SENT TO THE FULL BOARD FOR A COMMENT PERIOD OF AT LEAST FIVE DAYS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ANNUALLY SIGNS AND DISCLOSES ANY POTENTIAL CONFLICTS OF INTEREST. DURING NEW HIRE ORIENTATION ALL EMPLOYEES ARE INTRODUCED TO LAMBDA LEGAL'S EMPLOYEE HANDBOOK WHICH INCLUDES A POLICY THAT DEFINES CONFLICTS OF INTEREST AND REQUIRES STAFF TO AVOID ANY CONFLICTS OF INTEREST AND NOTIFY THEIR DIRECTOR IF A POTENTIAL CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15A A NEW CEO WAS HIRED DURING THE YEAR TO REPLACE THE RETIRING EXECUTIVE DIRECTOR. THE BOARD APPOINTED A HIRING COMMITTEE, WHICH CONDUCTED A WIDE SEARCH USING A LEADING NATIONAL SEARCH FIRM. THE COMMITTEE CONSIDERED COMPENSATION DATA FOR LEADERS OF OTHER ORGANIZATIONS IN THIS FIELD, AS WELL AS THE ADVICE OF THE SEARCH FIRM. THE COMPENSATION AND EMPLOYMENT CONTRACT WERE APPROVED BY THE FULL BOARD OF DIRECTORS IN EXECUTIVE SESSION DURING A REGULARLY-SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS OWN WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST -131,223. LOSS ON UNCOLLECTIBLE ACCOUNTS -71,858. CHANGE IN VALUE OF GIFT ANNUITIES -71,966. FORM 990, PART XII, LINE 2C: THE PROCESS OF OVERSEEING THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT BEEN CHANGED FROM PRIOR YEAR.